Upgrade your one-on-one coaching
Build confidence in your sales reps
Turn your “meh” one-on-ones into high-leverage coaching opportunities. A shared agenda makes it easy for your team to bring up roadblocks, career aspirations and more, building trust amongst your team. And key insights uncover conversation blindspots for better-balanced conversations.
Meet with purpose
Improve team and cross-functional collaboration
Targets are easier to hit when your team and cross-functional meetings are organized and productive. Access all of your meeting agendas, document decisions, automatically send notes and assign next steps — all in one, accessible, place.
Set and track goals
Stay on target
Set goals, milestones and deadlines. Then, add them to the top of your weekly meeting agenda to track progress. When goals are top-of-mind, you’re 95% more likely to hit them.
All in one workflow, that just works
Motivating your team. Managing performance. Tracking goals. Hitting targets. Not sure how to make your life easier? We’ll help you.
Apply a template
Countless meeting templates and targeted question recommendations to fuel better conversations, build trust, and increase employee engagement.
Set your agenda & take notes
Collaboratively add items, document decisions, assign next steps, and more.
Assign next steps
Assign next steps during your meeting to keep your teams productive and accountable.
Increase the odds of hitting your goals by 95% by talking about them when needed. Convenient access to 360+ goal examples, all within our app, to fuel the creative side of management.
Don't start from scratch
It takes mental energy to lead meaningful and productive conversations. And setting goals for your team is no easy feat. Leave the heavy lifting to us — use our templates to inspire better meetings and direction for your team.
Sales Team Meeting Template
This jam-packed sales meeting agenda includes a holistic view of your sales department: pipeline status updates, competitor pulses, and more.
SaaS Sales Rep One-on-One Template
This meeting agenda will help you uncover roadblocks, areas of improvement, and help facilitate two-way feedback so you can build trust with your team while giving them the knowledge and resources they need to hit targets and succeed.
VP Sales <> Sales Leader One-on-One Template
Best used in conjunction with the Sales Manager <> SDR monthly 1:1 template, this agenda will keep you in the loop on SDR development plans.
Sales and Marketing Meeting Template
For sales and marketing teams to truly succeed, they need to work well cross-functionally. Improve your sales and marketing meeting with this agenda template.
Bi-Weekly Sales One-on-One Template
This bi-weekly 1:1 sales stand-up agenda ensures that a direct report is clear on what will be covered and how to prepare.
Remote Sales Team Meeting
This jam-packed remote sales meeting agenda includes a holistic view of your sales department: pipeline status updates, competitor pulses, metrics and more.
Self prospect through customer referrals
Get comfortable talking to customers after the sale has been made. It's important that we continue to build relationships with our customers because it will offer us a great resource for feedback and warm leads.
Improve sales process efficiencies for SDRs
Using data to drive impact, evaluate where your BDRs biggest bottlenecks or obstacles are. This way, you’ll have a better understanding of what needs to change to better enable your SDRs to perform at a high calibre.
Generate $500,000 in new pipeline value
Focus on opportunities that can drive quick and/or big wins for sales revenue, such as booking qualified demos.
Develop updated sales assets for new product features
Ensure our new product features are incorporated into sales assets, and the sales team is trained on how to effectively communicate those updates.
Optimize the current sales process
It’s easy to get stuck in a way of doing things, even if it’s not working. Now’s the time to optimize our current sales process, based on current strengths and challenges, and re-adjust our process to be best-in-class.
Reduce monthly customer churn to <1%
In order to achieve healthy and sustainable growth, we need to do everything we can to ensure that our churn rates remain low. This is especially true for preventable churn cases.
The State of High Performing Sales Teams
This report walks through the data from 70+ sales professionals to explore the state of motivation and productivity on sales teams, the biggest challenges managers are facing, what’s causing turnover and strategies to increase motivation, productivity and retention.
How to set sales goals that drive revenue and engagement
Learn about the importance of setting sales goals, tips for writing effective goals, and how to best set them for every person on your team.
The State of High Performing Teams in Tech
A company is only as good as the team behind it. To grow revenue and successfully achieve the company’s mission and vision, companies need to build and retain high-performing teams. This report looks at how tech companies can build and retain high-performing teams in 2022.
8 items to add to your sales meeting agenda
As a sales leader, it’s critical that, when you do meet with your team, you’re using that time effectively for all those involved. Have a productive sales team meeting by adding these items to your next team meeting.
37 Tips to have more effective one-on-one meetings
One-on-ones are the most important meetings in your calendar. Improve your one-on-one meeting with these 37 tips from best-in-class leaders.
Employee development with a focus: how to align training with business goals
Employee development initiatives are most beneficial for everyone when they ladder up to company goals. Learn how to make sure your employee training is aligned with the vision of the company.